Adam Plaxton BA, CFP®, CLU, RRC

Executive Financial Consultant

Adam joined IG Wealth Management in 2009 after several years with a major Canadian bank. He holds a degree from the University of Toronto and is a CERTIFIED FINANCIAL PLANNER® professional and holds both Chartered Life Underwriter (CLU) and Registered Retirement Consultant (RRC) designations.

Throughout his career, Adam has shown a commitment to excellence while continually expanding his expertise. He served as a division manager for four years, mentoring new IG Consultants and providing support for their success.

As a CFP professional, Adam takes a personalized approach to financial planning. He listens carefully to clients' needs and crafts tailored strategies aligned with their goals, such as retirement planning, investment management, tax optimization, estate planning, and risk management.

Adam emphasizes education and empowerment, ensuring clients fully understand their options and potential outcomes. Through open and transparent communication, he builds trust, enabling clients to make informed choices and take control of their financial futures.

Outside of work, Adam enjoys spending time with his wife Agnes and two daughters Ava and Alivia. His interests include travel, hockey, golf, and skiing.

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